Deane Retirement Strategies’s iShares Gold Trust IAU Stock Holding History

Deane Retirement Strategies’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$9.33M	Buy	123,603 +33,075	+37%	+$2.81M	3.95%	5
2026 Q1	$7.97M	Buy	90,528 +11,631	+15%	+$1.07M	3.21%	10
2025 Q4	$6.4M	Buy	78,897 +2,150	+3%	+$168K	2.65%	13
2025 Q3	$5.58M	Buy	76,747 +9,567	+14%	+$624K	2.4%	15
2025 Q2	$4.19M	Sell	67,180 -32,542	-33%	-$2.02M	1.88%	22
2025 Q1	$5.88M	Buy	99,722 +2,672	+3%	+$145K	2.8%	11
2024 Q4	$4.8M	Buy	97,050 +1,868	+2%	+$93.9K	2.42%	11
2024 Q3	$4.73M	Sell	95,182 -529	-0.6%	-$24.8K	2.31%	10
2024 Q2	$4.2M	Sell	95,711 -1,566	-2%	-$69.2K	2.16%	10
2024 Q1	$4.08M	Sell	97,277 -334	-0.3%	-$13.1K	2.07%	16
2023 Q4	$3.81M	Buy	+97,611	New	+$3.65M	2.08%	13
2022 Q4	–	Sell	-103	Closed	-$3K	–	74
2022 Q3	$3K	Sell	103 -99,807	-100%	-$3.27M	﹤0.01%	59
2022 Q2	$3.43M	Sell	99,910 -1,066	-1%	-$37.9K	2.13%	13
2022 Q1	$3.69M	Buy	+100,976	New	+$3.61M	2.04%	15

Other funds holding IAU

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return

Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return

Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return

LVM Capital Management Portage, Michigan $1.19B AUM 41.5% 1-Year Est. Return